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Hi,
I have a formula that counts new customers based on the 1st time they show up on the revenue report. Although, I wanted to make an adjustment to this logic to only count the "new customers" once they produce revenue instead for the first time.
There are times that a new customer's id is listed for the first time on the revenue reports, but with the total amount "$0". So I don't want to determine these customers as new just yet.
I wanted the logic to count as " new customers" when ID has revenue >.1 for the first time. or when existing customers start producing revenue >.1 after 12 months without any revenue.
I have this but again it counts new customers when ID appears on the revenue report for the first time. since they sometimes show up on the revenue the first time with revenue $0, this logic is not helping me.
thanks a lot
New Customers =
VAR
Customers = VALUES('dContact List'[Access Number])
RETURN
CALCULATE([Total Revenue],
Filter(
Customers,
Calculate (COUNTROWS( 'RevenueF19-F23'),
FILTER(ALLSELECTED(dCalendar[Calendar Date]),dCalendar[Calendar Date]< MIN (dCalendar[Calendar Date])))=0))
Hi,
Try these measures
Date of first interaction = calculate(min(Data[Date]),datesbetween(dCalendar[Calendar Date],minx(all(dcalendar),dCalendar[Calendar Date]),max(dCalendar[Calendar Date])))
New customers = countrows(filter(VALUES('dContact List'[Access Number]),[date of first interaction]>=min(dCalendar[Calendar Date])&&[Total revenue]>0))
Ensure that to your table visual, you have ragged Year and Month name from the dCalendar table.
Hope this helps.
@MuniqueCrespo , refer if my blog can help
Customer Retention Part 5: LTD Vs Period Retention
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-5-LTD-and-PeriodYoY-Retentio...
hello @amitchandak ,
your article was helpful, but there were still few logics I wasnt able to adjust include additional criteria related to my scenario.
here is what I am trying to do
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